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Event Details

ROADSHOW – Tax issues to be dealt with in the estate plan

Event details

When

Location

Contact

T – +61 7 3231 2400
[email protected]

Cost

Complimentary

There are many situations where estate planning and tax considerations overlap. Addressing one without the other can create unintended consequences that could otherwise be avoided. For advisers, it is important to identify the potential tax issues in the estate plan and ensure that the Will and estate plan are prepared properly to avoid tax disasters after death. In this session, partners Linda Tapiolas and Hayley Mitchell will cover:

  • Trusts – how do we correctly transfer control?
  • How will an existing family trust election impact on the future beneficiaries and controllers of a family trust?
  • When do family trust elections need to be considered for testamentary trusts?
  • When are livestock and plant and equipment rollovers available in estate administration?

As this is such a hot topic, we are running this session in multiple locations.

We hope you can join us.

LOCATIONS

  • Gold Coast – 7 August – 12 noon to 2.00 pm – Southport Golf Club – Slayter Avenue, Southport, Qld, 4215
  • Toowoomba – 14 August – 12 noon to 2.00 pm – 120 Russell Street, Toowoomba, Qld, 4350
  • Sunshine Coast – 15 August – 12 noon to 2.00 pm – Twin Waters Golf Club – 151 Ocean Drive, Twin Waters, Qld, 4564
  • Cairns – 19 August – 12 noon to 2.00 pm – Pullman Cairns International – 17 Abbott Street, Cairns, Qld, 4870
  • Townsville – 20 August – 12 noon to 2.00 pm – Rydges Southbank Townsville – 23 Palmer Street, Townsville, Qld, 4810
  • Mackay – 28 August – 12 noon to 2.00 pm – Rydges Mackay Suites – 9 Gregory Street, Mackay, Qld, 4740
  • Rockhampton – 29 August – 12 noon to 2.00 pm – Empire Apartment Hotel – 5 East Street, Rockhampton Qld, 4700

Speaker Details

Linda-Tapiolas
Linda Tapiolas
Partner
Hayley-Mitchell
Hayley Mitchell
Partner